Create Backup Of The QuickBooks Desktop Company File

 Simple tips to Create Company File and Backup in QuickBooks Desktop?

QB Company file obtains the financial info and data of a company, It’s required to keep a backup. It’s simple to create a desktop company file and develop backups in QuickBooks.  It is possible to set reminder frequency, format each floppy disk during backup, verify data integrity & schedule backups at set intervals. You can easily elect to either upgrade the file or recognize if you would like start a unique company file throughout the old file. 

Creating a unique QuickBooks Desktop Company File 

Choose different names for existing company files and also for the brand new one company file you may be creating. In the event that same is employed, it's going to override the current company file. If You want to know about Create Backup Of The QuickBooks Desktop Company File then call our experts.

By using the “Express Start” Method: 

Create a new company file

Then click the Express Start.

Enter the required information in “QuickBooks Setup.

Select “Help me choose” to see a description for virtually any business type. Also, you are able to preset chart of accounts that QB will create as per industry

Now, Click on Create Company.

Create a Chart of accounts, customers & services as soon as you create the business file. This step can certainly be done later by choosing “start working” option. 

Utilizing the “Detailed Start” Method: 

Open QB Desktop.

Go to the “No Company Open window.”

Select “Create a new company.”

Select “Detailed Start”

Fill in the straightforward Step Interview screen

Click Next.

Choose your Industry & click Next.

Identify your “Business Entity.”

Select Next

Set your Fiscal year (which is why year you wish to create a company file)

Select Next.

Set your QuickBooks Administrator password

Select Next.

Now, choose the location to save the company file

Select Save.

Customize your QuickBooks by selecting “Next,” or you can perform this later by choosing “Leave.”

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Also Read: how to handle it when QuickBooks Desktop does not start?

Creating a QuickBooks Desktop Company File Backup 

You either manually back up your QuickBooks company file, or you can decide to create an automatic backup procedure. Let’s discuss each of them into the following steps. 

Manually Back Up Company Data File

Head to File menu & select Back Up.

Select the Back Up Company File option

Choose the Browse button and alter the filename

Describe the backup location.

Choose Save.

Choose other items in “Back Up Options” (optional)

Select OK.

In a scenario where you stand struggling to backup directly to a CD-R or CD-RW, for such an instance, you will need first to create a backup to your hard drive. After that, you can make use of the Windows Explorer or CD burner software to generate a backup from file to a CD.

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Automatically Back Up Company Data File

There two ways to create an automatic back up.

First Method

You back up a file each time you close the file. A frequency should be set as to how often QB creates the backup. This backup file will likely to be stored on your disk drive in the QB Directory beneath the name of “Auto Backup.”

Go right to the File menu

Choose Back Up.

Select “Schedule a Backup” option

Choose the option “Automatically back up while closing data file.”

Fill out the required back up frequency.

Choose appropriate selections in QuickBooks Backup

Select OK

Second Method

In this method, it is possible to create an “unattended backup.” Even although you are working in QuickBooks or on your computer, a backup file will likely be placed or stored on a nearby or network hard disk drive. However, the business file should be shut or closed with this scheduled backup.

Go directly to the File menu

Select Back Up.

Select “Schedule Backup” option and then “New” option

Do appropriate selections when you look at the “Schedule Backup”

Select OK to save lots of the latest schedule.

Thanks for reading this article. The information and steps give you a clear insight about how to create a business File & Backup. In the event that you feel confused in virtually any associated with the above steps, speak with a technical expert at QuickBooks Desktop Support Number.